Plaintiffs claim the plan lost $168 million because the employer maintained a fund that persistently underperformed and ...
The Retirement Fairness for Charities and Educational Institutions Act would give 403(b) participants access to investments ...
After a slight drop in the first quarter of 2026, the average 401(k) and 403(b) account balances rebounded to record levels ...
BlackRock Inc. promoted Casie Maurer and Donald Perault to leadership positions in the firm’s U.S. retirement unit. Perault was promoted to head of institutional defined benefit and defined ...
Current retirement plan matching contribution formulas have some room for improvement, according to new research from Vanguard. According to the firm’s “Better Match Formulas for 401(k) Plans” report, ...
PLANADVISER asked this year’s finalists for Retirement Plan Adviser of the Year to share their favorite books. For advisers looking for a page-turner directly related to their work, Francisco Abril, ...
Strongpoint Partners launches adviser growth lab; Conquest partners with Shaping Wealth’s AI Agent; MissionSquare activates Income America 5forLife fund; and more. Strongpoint Partners, a ...
Orion adds BlackRock, Fidelity, Vanguard to portfolios; Nationwide partners with Annexus for annuities strategy; Deel rolls ...
The Securities and Exchange Commission on Thursday proposed a rule that would make electronic delivery the default for most required investor communications, replacing a decades-old system that ...
The Department of Labor will focus heavily on fiduciary rules and SECURE 2.0 guidance, according to the newly published 2026 Unified Agenda. The ESG rule, which has shifted over the last three ...
Nearly 60% already recordkeep the increasingly popular pooled plans, with an additional 17% planning to do so within the next year. More than 50,000 employers in the U.S. have joined a pooled employer ...
A bipartisan quartet of senators introduced legislation that would task the Social Security Advisory Board with crafting a “base bill” to extend Social Security’s solvency. Under the bill, introduced ...